+285.6%
MRVL vs ZBRA
-40.4%
+326.0%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +2.8% |
| 7D | +5.6% | -3.4% | +9.0% | +8.0% |
| 30D | +8.8% | -7.4% | +16.2% | +14.2% |
| 3M | -15.9% | +57.5% | -73.4% | -40.5% |
| 6M | +161.3% | +64.0% | +97.3% | +78.1% |
| YTD | +178.2% | +44.3% | +133.9% | +101.8% |
| 1Y | +255.3% | +10.9% | +244.4% | +210.2% |
| 3Y | +323.1% | +37.5% | +285.6% | +207.6% |
| All | +285.6% | -40.4% | +326.0% | +465.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling